Lewis Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Lewis Asset Management’s Portfolio USMV Stock Details USMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$211K	Buy	+2,186	New	+$207K	0.07%	213

Other funds holding USMV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Lewis Asset Management's USMV Position: Q2 2026 in Review

Lewis Asset Management opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 2,186 shares worth $211K. The stake represents 0.07% of the portfolio and ranks #213 among its holdings.

710 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Lewis Asset Management held 2,186 shares of iShares MSCI USA Min Vol Factor ETF worth $211K as of Q2 2026.
iShares MSCI USA Min Vol Factor ETF was a new Lewis Asset Management position in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.07% of Lewis Asset Management's portfolio in Q2 2026, its #213 holding.
710 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.